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Cresset San Francisco Family Office & Private Wealth Management

We serve founders, entrepreneurs, and ultra high net worth families. Schedule a call with one of our San Francisco wealth advisors.

Contact Our San Francisco Office

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Our San Francisco Wealth Advisory & Family Office Team

Meet the San Francisco wealth advisors providing a boutique experience dedicated to your needs.

Dagny Maidman

Dagny Maidman, J.D.

Executive Managing Director, Wealth Advisor
Chris Chase

Chris Chase

Managing Director, Wealth Advisor
Erik Ralston

Erik Ralston

Managing Director, Wealth Advisor
Brooks Hays Slate

Brooks Hays Slate, CFA

Managing Director, Wealth Advisor
Alex Smith 700x425 1

Alex Smith

Managing Director, Wealth Advisor
Sarah Simon

Sarah Simon, J.D.

Managing Director, Wealth Advisor
Andrew Huang

Andrew Huang, CFA

Managing Director, Wealth Advisor
Jake Bond

Jake Bond

Managing Director, Wealth Advisor
Heather Goodman 700x425 1

Heather Goodman

Co-President, TRUE Cresset Sports + Entertainment
Alex Penning

Alex Penning

Managing Director, Head of Banking & Lending
Steve Ching

Steve Ching

Managing Director, Investments
Patrick Hejlik

Patrick Hejlik

Managing Director, Investments
Josh Togger

Micah Miller, J.D., LL.M, AEP®, TEP

Managing Director, Wealth Strategist
Sophie Lee

Sophie Lee, CFP®

Director, Wealth Advisor
James Longinotti

James Longinotti, CFA, CFP®

Director, Wealth Advisor
Helene Brown

Helene Brown, CFP®

Director, Wealth Planner
Cherry Cheng

Cherry Cheng, CPA

Director, Tax Services
Jackson Crowther

Jackson Crowther

Director, Wealth Advisor
Michelle Gorrell

Michelle Gorrell, CFA

Director, Advisor Practice Management
Sophia Browne

Sophia Browne

Associate Director, Banking & Lending
George Lujan

George Lujan, CFP®

Associate Director, Wealth Advisor
Ryan Ortiz

Ryan Ortiz

Associate Director, Wealth Advisor
Marina van Steen

Marina van Steen

Associate Director, Wealth Advisor
Alana Yokoyama

Alana Yokoyama, CFP®

Associate Director, Wealth Advisor
Timur Zeinapur

Timur Zeinapur

Associate Director, Wealth Advisor
Talk to an Advisor

San Francisco Location

101 California St
Suite 2900
San Francisco, CA 94111

415.949.2014

Our San Francisco Family Office

Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our San Francisco office is located in the Financial District with exceptional views of the Bay Bridge, San Francisco Bay, and the Transamerica Pyramid. We serve clients in the Bay Area and across the US from our 21 office locations. 
 
Our San Francisco financial advisors provide holistic wealth advisory services including wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and even more family office services. We are committed to our clients’ best interests through True Fiduciary® standards and have numerous awards from Barron’s, Forbes, and Crain’s Chicago Business.
 
Learn more about how we can streamline your life so you have more time for what matters to you most.
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$60B+ Family Office

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Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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